Role Overview
Deliver financial planning and analysis engagements to middle-market clients, including private equity-backed portfolio companies. Support CFOs and senior finance leaders in building scalable forecasting models, analyzing performance drivers, and enabling strategic decision-making.
What You Will Do
Develop 13-week cash flow forecasts and long-range financial models, budgeting and forecasting process design and optimization, KPI and dashboard development, scenario modeling and sensitivity analysis, margin and profitability analysis, working capital and liquidity analysis, and client interviews.
Why It Might Be a Fit
The role requires technical finance expertise, data analytics, and business acumen to drive value creation and operational efficiency. Candidates should have a strong understanding of financial statements and forecasting principles, advanced Excel skills, and experience with budgeting tools and ERP systems.
Requirements
- Bachelor’s Degree in Finance, Accounting, Economics, or related field
- Minimum 3 years of relevant experience in FP&A, corporate finance, or consulting within a public accounting firm, private equity-backed company, or middle-market environment
- Proficiency in Python, SQL, R, and other data languages
- In-Depth understanding of probability & statistics
- Strong understanding of financial statements and forecasting principles
- Advanced Excel skills including dynamic formulas, pivot tables, and scenario modeling
- Experience with budgeting tools and ERP systems (e.g., NetSuite, Sage Intacct, Adaptive Insights)
- Strong organizational skills and attention to detail
- Effective oral and written communication skills
- Ability to travel up to 40% as needed
Benefits
- Annual bonus
- Medical, dental, and vision care
- Disability and life insurance
- Generous Paid Time Off
- Retirement plans
- Paid Care Leave
To apply for this job please visit cbh.wd12.myworkdayjobs.com.
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